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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,711 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 17140 BERNARDO CTR DR STE 350 · SAN DIEGO, CA 92128 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,153 | $70,002-89.8% | $115,038-93.8% | $52,331-86.3% |
| Participation rate | 67.4% | 72.1%-4.7pp | 81.4%-13.9pp | 68.1%-0.7pp |
| Annual return | 2.13% | 4.04%-1.9pp | 26.14%-24.0pp | 4.54%-2.4pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,299 | $4,920-73.6% | $6,026-78.4% | $3,022-57.0% |
| Admin fee / account holder | $17 | $566-97.0% | $8,175-99.8% | $592-97.2% |